Finance professional with 5+ years of experience in financial analysis, reporting, and project management. Proven track record of success in process improvements, revenue growth, profitability, and inventory management.
Overview
7
7
years of professional experience
Work History
Financial Planning & Capital Analyst (Remote)
BayoTech Inc.
10.2022 - Current
Collaborate with several cross-functional teams to accurately track project CapEx, streamlined report through GreatPlains (ERP) to improve work efficiency.
Developed and maintain 5-year financial model to support strategic decision-making and operations
Compile presentation materials consisting of project and financial data to be reviewed by C-Suite and Board Members.
Lead weekly revenue call to sync information with cross-functional teams following ASC 606 guidelines.
Senior Financial Planning and Operations Analyst
Ascion LLC. (dba. Reverie)
10.2018 - 10.2022
Lead revenue forecast meetings with Sales and Operations
Perform ad-hoc analysis to support strategy discussions and business initiatives
Present gross margin analysis and participate in pricing reviews with senior management
Develop and distribute monthly budget vs actual reports to senior management
Financial Analyst (Temp)
Collabera Inc.
02.2018 - 10.2018
Ensured reconciliation is performed to a high standard following corporate guidelines
Escalated any account issues to Management and other Stakeholders
Communicated with clients across multiple locations on the status of the reconciliations performed
Accurate reporting of the status of the reconciliations owned into Citi's reporting tool ‘eRecon'
Staff Accountant
Business Services Unlimited
07.2017 - 02.2018
Education
Bachelor of Science - Business Administration (B.B.A.), Concentration in Finance
SUNY, University At Buffalo
Buffalo, NY
Skills
Financial Modeling
Advanced Excel (VBA)
Salesforce
Budget Planning
Timeline
Financial Planning & Capital Analyst (Remote)
BayoTech Inc.
10.2022 - Current
Senior Financial Planning and Operations Analyst
Ascion LLC. (dba. Reverie)
10.2018 - 10.2022
Financial Analyst (Temp)
Collabera Inc.
02.2018 - 10.2018
Staff Accountant
Business Services Unlimited
07.2017 - 02.2018
Bachelor of Science - Business Administration (B.B.A.), Concentration in Finance